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Advance by Embark
Value for money
Based on 5 reviews
The Advance by Embark Platform’s rich functionality and extensive investment range make it potentially suitable for a broad range of client types. From those still accumulating wealth, to those in the decumulation phase with a strong focus on taking retirement income while making their wealth last.
From giving access to a broad range of products (Platform Cash Account, Cash ISA, S&S ISA, Investment Account, Retirement Account and Junior ISA & Junior Retirement Account for children) and assets including clean share class mutual funds, ETAs and model portfolios, through to the transparent way we charge and how we make independent planning and research tools available, it’s all designed around helping advisers achieve great client outcomes.
In summary, reassuringly predictable.
The Advance by Embark has strategic partnerships with a number of larger groups including Openwork and Ascot Lloyd as well as wider market access through partnerships with SimplyBiz and Threesixty. The trade press have written widely that the Zurich is for sale. We think that's right. The platform has not achieved enough scale to make the global insurer take note. We think it's a good platform with good functionality. However, it struggles under the weight of the life co and probably doesn't get the love it needs to thrive.
£15.58bn as at 30 June 2020 across Embark platforms
The Embark Group
Powered by FNZ, Portals: Vermeg, Tools: FE & EValue.
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
FE Price Feed
Adviser Office (IRESS)
Intelligent Office (Intelliflo)
Plum Software (Praemium)
EValue Risk Profiler
Integrates One Way
Integrates Both Ways